New England Capital Financial Advisors LLC

All 13F Filings

Location
Meriden, CT
Most recent 13F
Q2 2026
Holdings value ($000)
418,263
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/27/2026 431 418,263 13F-HR New England Capital Financial Advisors LLC
Q1 2026 4/27/2026 425 365,267 13F-HR New England Capital Financial Advisors LLC
Q4 2025 2/2/2026 426 256,017 13F-HR New England Capital Financial Advisors LLC
Q3 2025 10/22/2025 419 235,272 13F-HR New England Capital Financial Advisors LLC
Q2 2025 8/8/2025 421 218,488 13F-HR New England Capital Financial Advisors LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 42.2 K 10.1% 8.073 K 0 8.073 K
ETFs 376.1 K 89.9% 44.91 K 0 44.91 K
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Fund Snapshot

Q2 2026
Latest filed
7/27/2026
Total value ($000)
418,263
Holdings
431
QoQ value change ($000)
52,996 (14.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.